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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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SPS Commerce Inc. (SPSC)
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Vertex Inc. Class A Common Stock (VERX)
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TransMedics Group Inc. (TMDX)
Q: "We could see the mega-cap names move sideways relative to small and mid-caps in the near-term and intermediate-term, but we would not be willing to try to time this, as the probabilities from history and current valuations are on our side."
If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
